Japan’s Metaplanet

[shinnosuke]

Yes, Michael Saylor’s Microstrategy is great, but there is an up and coming juggernaut in Japan that is worth checking out. Metaplanet had a sleepy hotel chain business that was going nowhere. They learned about Bitcoin and now they are doing some amazing things. Watch their quant talk about their results. 14 minutes of your time.

https://x.com/bitcoinforcorps/status/19 ... 3204041041?

[shinnosuke]

From X.com
"Dylan LeClair @DylanLeClair_

Jun 6
Metaplanet Issues 555 Million Shares of Moving-Strike Warrants, Expected Proceeds: ~$5.4 Billion to Buy Additional $BTC; The Largest Stock Acquisition Rights Issuance in Japanese Capital Markets History & 1st Moving Strike Warrant Issued Above Market." END QUOTE

Corrupted, near-worthless fiat, is being used to vacuum up the scarcest, decentralized, store of value and medium of exchange. Genius.

[shinnosuke]

Simon Gerovich @gerovich

Metaplanet has launched Asia’s largest-ever equity raise dedicated to Bitcoin:
¥770.9 billion (~$5.4B) capital raise
555 million shares via moving strike warrants
First in Japan: issued at a premium to market — enabled by Metaplanet’s high volatility and deep liquidity

This follows the highly successful 210 Million Plan:
¥93.3B (~$650M) raised in just 60 trading days
BTC Yield: +189%
Share price more than tripled since announcement
Climbed to #10 globally in BTC holdings

Now we raise the bar:
100,000 BTC by end-2026
210,000 BTC by end-2027
→ 1% of all Bitcoin that will ever exist

Thanks to all of our shareholders.
We are honored to be on this journey with you.
Metaplanet is accelerating into the future — powered by Bitcoin.

[shinnosuke]

Do you know the Nikkei news network? The Nikkei newspaper is the Japanese version of the Wall Street Journal. Nikkei has joined with CNBC to broadcast a business news TV channel in Japan. And look at what they just said:

日経CNBCより：「今、メタプラネットの売買代金、全市場でトップになってますね。そうなんです、本当に異常な強さとなってまして、スタンダード市場全体が3000億円、3100億円くらいですので、7割くらいがメタプラネットと言う事で、先週のグロース市場とかも一部のバイオ銘柄に資金が集中するという展開だったんですけど、スタンダード市場に関してはメタプラネット市場と言ってもいいようなぐらい、資金が集中してしまっている状況です。」

In English:
From Nikkei CNBC: "Right now, MetaPlanet's trading value is the highest in the entire market. That's right, it's really abnormally strong. The entire standard market is about 300 billion to 310 billion yen, so about 70% of that is MetaPlanet. Last week in the growth market, funds were concentrated in a few biotech stocks, but in the standard market, funds are so concentrated that it could be called the MetaPlanet market." (END QUOTE)

MetaPlanet is buying as much Bitcoin as they can. Japan's national debt is a scandal that no one in government will admit, but here you see more and more Japanese people trying to rescue their falling wealth by dumping yen and buying MetaPlanet and the underlying Bitcoin.

The same thing will inevitably happen in the US. I'm DCAing Bitcoin every day.

[shinnosuke]

K Wave Media to invest $500 million in Bitcoin to become Korea's "Metaplanet"
By Cesar Villullas - June 9th, 2025

https://news.bit2me.com/en/K-Wave-Media ... in-Bitcoin.

[shinnosuke]

Vincent @vincent13031925
National Financial Services LLC (part of Fidelity Investments) has become the largest Metaplanet $MTPLF shareholder after acquiring 82.49 million shares in Q2 2025.

Their total holdings now stand at 84.4 million shares, valued at over $888.78 million. <end quote>

There are opportunities overseas as well.

[shinnosuke]

See above and look below:
Charles Schwab just acquired nearly 61 million share of Metaplanet to become the 2nd largest shareholder. But, nah, Bitcoin is an insignificant economic phenomenon.

This guy, Simon, is Metaplanet's CEO

Simon Gerovich @gerovich
It appears that Charles Schwab is now our second largest shareholder, with 61.2 million shares or 8.99% of Metaplanet.

This reflects a growing global movement. Japanese, American, and international investors are coming together around one mission: Bitcoin.

[shinnosuke]

BitStocks Daily @BitStocksDaily

JUST IN: American Funds The Growth Fund Of America ($AGTHX) Has Bought 5.58 Million MetaPlanet $MTPLF Stocks For 37.12 Million Dollars At An Average Price Of $6.65 Per Share In Q2 2025.

Realcenters' reaction to the news:

RC ignoring BTC.png (513.52 KiB) Viewed 1827 times

[shinnosuke]

Metaplanet Inc. @Metaplanet_JP
*Metaplanet Acquires Additional 780 $BTC, Total Holdings Reach 17,132 BTC*

More info:
https://x.com/Metaplanet_JP/status/1949666718055276577

[tdtwedt]

Metaplanet is down 36% in the past month...

https://finance.yahoo.com/quote/3350.T/

[shinnosuke]

*Metaplanet Acquires Additional 103 $BTC, Total Holdings Reach 18,991 BTC*

More info:
https://x.com/Metaplanet_JP/status/1959813527281250740

[tdtwedt]

Metaplanet hit a 52 week high of 1930 in June 2025.

2 months later the price is 904.

https://finance.yahoo.com/quote/3350.T/

[shinnosuke]

BitcoinTreasuries.NET
@BTCtreasuries

JUST IN: Japanese Public Company Metaplanet ($MTPLF) flips Riot Platforms, Inc ($RIOT) to become the 6th largest corporate holder of #Bitcoin with 20,000 BTC.

[tdtwedt]

Metaplanet hit a 52 week high of 1930 JPY in June 2025.

3 months later the price is 842 JPY.

https://finance.yahoo.com/quote/3350.T/

[shinnosuke]

Let's check in on Metaplanet, the boy wonder of Bitcoin in corporate Japan.

<begin quote>
Metaplanet now fourth-largest public bitcoin holder after latest $620 million buy.

Metaplanet bought 5,268 BTC for around $623 million, pushing its total holdings to 30,823 BTC.
This makes the company the fourth largest publicly-traded holder of bitcoin, according to CEO Simon Gerovich.
<end quote>

Simon says, Get some Bitcoin!

<begini quote>
Japanese bitcoin treasury firm Metaplanet announced Monday (Sep. 29) that it acquired 5,268 BTC for 91.6 billion Japanese yen ($623 million), pushing total holdings to 30,823 BTC. The latest purchase was made for 17.4 million yen per coin, which is roughly $118,328. Meanwhile, Metaplanet reported a quarterly revenue of 2.438 billion yen ($16.5 million) in Q3, which is a 115.7% growth from Q2, according to Gerovich. <end quote>

https://www.theblock.co/post/373023/met ... n-treasury